St. Columba 08/15/2018 11 ° ° ° °f Kevin Madok, CPA
Clerk of the Circuit Court & Comptroller — Monroe County, Florida
DATE: September 7, 2018
TO: Kathy Peters, CP
County Attorney's Office
FROM: Pamela G. HancocaC.
SUBJECT: August 15th BOCC Meeting
Enclosed are two duplicate originals of Item '1 second corrected Interlocal Agreement
with the City of Marathon to transfer eighteen affordable allocations from the County to the City
for use at the St. Columba Project on the condition that the eighteen existing market rate
allocations harvested from that site can only be used in the unincorporated area of the County, for
your liandling.
Should you have any questions, please feel free to contact me at ext. 3130. Thank you.
cc: Finance
File
KEY WEST MARATHON PLANTATION KEY PK/ROTH BUILDING
500 Whitehead Street 3117 Overseas Highway 88820 Overseas Highway 50 High Point Road
Key West, Florida 33040 Marathon, Florida 33050 Plantation Key, Florida 33070 Plantation Key, Florida 330'
305- 294 -4641 305 - 289 -6027 305 - 852 -7145 305- 852 -7145
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Filed & Recorded in Official Records of
MONROE COUNTY KEVIN MADOK
SECOND CORRECTED INTERLOCAL AGREEMENT BETWEEN
MONROE COUNTY AND THE CITY OF MARATHON
TRANSFERRING AFFORDABLE HOUSING RESIDENTIAL ALLOCATIONS
This Agreement ( "Agreement ") is made and entered into this Jday of
,Gtp , 2018, by and between Monroe County, a political subdivision of the State
of Florida, whose address is 1100 Simonton Street, Key West, Florida 33040 ( "County ")
and the City of Marathon, a municipal corporation of the State of Florida, whose address
is 9805 Overseas Highway, Marathon, Florida 33050 (the "City ");
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WHEREAS, Monroe County and the City of Marathon recognize the value of
regional partnerships in smart growth; and
WHEREAS, Policy 101.3.10 of the Year 2030 Monroe County Comprehensive
Plan allows Rate of Growth Ordinance building permit allocations ( ROGOs) for affordable
housing projects to be pooled and transferred between local government jurisdictions
within the Florida Keys Area of Critical State Concern, if accomplished through an
interlocal agreement between the sending and receiving local governments; and
WHEREAS, Chapter Five (5) of the City Comprehensive Plan identifies goals,
objectives and policies to provide for development pursuant to intergovernmental
coordination and interlocal agreements; and
WHEREAS, Monroe County and the City of Marathon have previously entered
into Interlocal Agreements to transfer ROGOs; and
WHEREAS, Monroe County and the City of Marathon recognize the potential
economic value of such transferable affordable allocations; and
WHEREAS, this Agreement is entered into according to the authority of Florida
Statutes, Section 163.01, et. seq., Florida Interlocal Cooperation Act of 1969, which states:
"It is the purpose of this section to permit local government units to make the most
efficient use of their powers by enabling them to cooperate with other localities on
a basis of mutual advantage and thereby to provide services and facilities in a
manner and pursuant to forms of governmental organization that will accord best
with geographic, economic, population, and other factors influencing the needs and
development of local communities "; and
1
WHEREAS, the comprehensive plans of Monroe County and the City of Marathon
expressly identify interlocal agreements as a means of resolving issues mutually affecting
their respective jurisdictions; and
WHEREAS, St. Columba Episcopal Church, a Florida Not for Profit Corporation has the
described property under contract to purchase for workforce housing.
Parcel ID No. 00326650- 000000; Alt. Key No. 1400777 Doe$1 2186013
Bkp 2926 NU 928
1655 Overseas Highway
Marathon, FL 33050
The North 100 feet of the West 1/2 of Lot 21, and the North 100 feet of Lot 22, all in Block
1 of PARRISH SUBDIVISION, according to the Plat thereof, recorded in Plat Book 2,
Page 18, of the Public Records of Monroe County, Florida. ALSO: a part of the W. 1/2 of
Lot 21 and a part of Lot 22, Block 1, of PARRISH SUBDIVISION, according to the Plat
thereof, as recorded in Plat Book 2, Page 18, of the Public Records of Monroe County,
Florida, same being at Marathon, Key Vaca, Monroe County, Florida, and being more
particularly described as follows:
Commencing at the intersection of the Northwest corner of Lot 22, and the Southeasterly
right -of -way line of U.S. Highway No. 1, run due South for a distance of 100 feet to THE
POINT OF BEGINNING of the parcel of land hereinafter described; from said POINT
OF BEGINNING, continue South along the west line of Lot 22 for a distance of 150 feet
to a point, thence with an interior angle of 85 degrees 15 minutes and Northeasterly parallel
with U.S. Highway No. 1 for a distance of 75.0 feet to a point; thence with an interior angle
of 94 degrees 45 minutes and due North for a distance of 150 feet to a point; thence with
an interior angle of 85 degrees 15 minutes Southwesterly and parallel with U.S. Highway
No. 1 for a distance of 75.0 feet, back to the POINT OF BEGINNING, subject to Easements
set forth in Grant of Easement of even date herewith, executed by Grantee in favor of
Grantor.
WHEREAS, a condition of the sale is St. Columba securing eighteen (18) affordable
housing allocations.
WHEREAS, County hereby agrees to transfer to City eighteen (18) affordable housing
allocations to allow Marathon to secure the above properties as deed restricted affordable housing
on the condition that the eighteen (18) market rate allocations harvested from the subject property
must be used in the unincorporated area of the County as more fully set forth below.
WHEREAS, the parties have determined that this Agreement is in the best interests of the
public.
NOW, THEREFORE, the parties hereto agree as follows:
Section 1. TRANSFER: The parties agree to permit the transfer of up to eighteen (18)
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affordable housing ROGO allocations from Monroe County to the City of Marathon, and subject
to the conditions contained therein, including but not limited to:
a. The filing of a 99 year Affordable Housing Deed Restriction on all of the
eighteen (18) affordable housing units pursuant to this Agreement and the applicable
requirements of the Code of Ordinances, City of Marathon, Florida and the applicable
provisions of the Florida Building Code.
b. The affordable housing shall be solely in the categories of low income
housing and median income housing. Renters of both income units shall qualify as earning
at least 70% of their income within Monroe County.
c. The transfer of the market rate rights from the properties to a receiver site(s)
approved by the City of Marathon under a separate agreement with the Property, Owners.
d. Should the property not successfully close the units will be returned to the
County and this agreement shall become null and void.
Section 2. ASSIGNMENT: Monroe County has assigned its rights to the affordable
allocations to the City, and the eighteen (18) affordable housing allocations are to be issued by the
City to be used specifically by St. Columba's Episcopal Church, a Florida Not for Profit
Corporation, at the development in Marathon known as 1655 Overseas Highway, Marathon, FL.
33050.
Eighteen Market Rate residential units will become available for sale and transfer as a result of the
replacement or swap of said Market Rate residential units with the affordable residential units
allocated through this ILA. Subject to the provisions of this ILA and by subsequent Agreement
between the City of Marathon and the Corporate entity defined herein (1655 OS LLC), all eighteen
(18) of the market rate residential units which become available shall be sold by said Corporate
entities to owners whose receiver site properties exist within the unincorporated area of Monroe
County. Transfers shall be approved and documented pursuant to the relevant administrative
procedures of the City of Marathon Land Development Regulations and a Minor Conditional Use
Permit(s) as required pursuant to the Monroe County Land Development Regulations.
Section 3. TERM: Subject to and upon the terms and conditions set forth herein, this
Agreement shall continue in force until fully performed by the parties and - Property Owner. If any
of the affordable allocations transferred to the City through this ILA are not transferred to the
properties identified herein they shall be returned to the County within and not to exceed one year
from the date of the approval of this ILA.
Section 4. NOTIFICATION: The City of Marathon shall (1) notify Monroe County
of any assignment(s) and successor(s) in interest or title to St. Columba's Episcopal Church, a
Florida Not for Profit Corporation; for the duration of the ROGO allocations described in Section
1. ( "Transfer ") above, and (2) shall notify Monroe County of any assignment(s) and successor(s)
in interest or title to the ROGO allocations described in Section 1. ( "Transfer ") above at least
3
•
thirty (30) days prior to the date of such transfer or succession by certified U. S. Postal Service
Certified mail to the Monroe County Planning & Environmental Resources Senior
Director.
All such notices under this Section ( "Section 4. ") shall be sent to the following addresses:
Monroe County Administrator DocN 930
1100 Simonton Street
Key West, FL 33040
Planning & Environmental Resources Department
Attn: Senior Director
2978 Overseas Highway
Marathon, FL 33050
Monroe County Attorney
1111 12 Street, Suite 408
Key West, FL 33040
Section 5. GOVERNING LAWS/VENUE: This Agreement shall be construed in
accordance with and governed by the laws of the State of Florida and the United States. Exclusive
venue for any dispute arising under this Agreement shall be in the Sixteenth Judicial Circuit in and
for Monroe County, Florida. In the event of any litigation, the prevailing party is entitled to a
reasonable attorney's fee and costs. This Agreement is not subject to arbitration.
Section 6. NONDISCRIMINATION: The parties agree that there will be no
discrimination against any person, and it is expressly understood that upon a determination by a
court of competent jurisdiction that discrimination has occurred, this Agreement automatically
terminates without any further action on the part of any party, effective the date of the court order.
The parties agree to comply with all Federal and Florida statutes, and all local ordinances, as
applicable, relating to nondiscrimination. These include but are not limited to (1) Title VI of the
Civil Rights Act of 1964 (P.L. 88 -352) which prohibits discrimination on the basis of race, color
or national origin; (2) Section 504 of the Rehabilitation Act of 1973, as amended (20 U.S.C. s.
1975, as amended (42 U.S.C. ss. 6101 - 6107)), which prohibits discrimination on the basis of age;
(4) The Drug Abuse Office and Treatment Act of 1972 (P.L. 92 -255), as amended, relating to
nondiscrimination on the basis of drug abuse; (5) The Comprehensive Alcohol Abuse And
Alcoholism Prevention, Treatment and Rehabilitation Act of 1970 (P.L. 91 -616), as amended,
relating to nondiscrimination on the basis of alcohol abuse or alcoholism; (6) The Public Health
Service Act of 1912, ss. 523 and 527, (42 U.S.C. ss. 290 dd -3 and 290 ee03), as amended, relating
to confidentiality of alcohol and drug abuse patient records; (7) The Americans With Disabilities
Act of 1990 (42 U.S.C. s. 1201 Note), as may be amended from time to time, relating to
nondiscrimination on the basis of disability; (8) The Florida Civil Rights Act of 1992, (Chapter
760, Florida Statutes, and Section 509.021, Florida Statutes), as may be amended from time to
time, relating to nondiscrimination; and (9) any other nondiscrimination provisions in any federal
or state statues or local ordinances which may apply to the parties to, or the subject matter of, this
Agreement.
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Section 7. CODE OF ETHICS: Tlie parties agree that their officers and employees
recognize and will be required to comply with the standards of conduct relating to public officers
and employees as delineated in Section 112.313, Florida Statutes, regarding, but not limited to,
solicitation or acceptance of gifts; doing business with one's agency; unauthorized compensation;
misuse of public position, conflicting employment or contractual relationship; and disclosure or
use of certain information.
Section 8. NO SOLICITATION/PAYMENT: The parties warrant that, in respect to
itself, it has neither employed nor retained any company or person, other`than a bona fide employee
working solely for it, to solicit or secure this Agreement and that it has not been paid or agreed to
pay any person, company, corporation, individuals, or firm, other than a bona fide employee
working solely for it, any fee, commission, percentage, gift, or other consideration contingent upon
or resulting from the award or making of this Agreement. For the breach of violation of this
provision, each party agrees that the other party shall have the right to terminate this Agreement
without liability and, at its discretion, to offset from monies owed, or otherwise recover the full
amount of such fee, commission, percentage, gift, or consideration.
Section 9. SUBORDINATION: This Agreement is subordinate to the laws and
regulations of the United States and the State of Florida, whether in effect on commencement of
this Agreement or adopted after that date.
Section 10. INCONSISTENCY: If any item, condition, or obligation of this
Agreement is in conflict with other items of this Agreement, the inconsistencies shall be construed
so as to give meaning to those terms which limited the County's responsibility and liability.
Section 11. PUBLIC ACCESS TO RECORDS: The parties shall allow and permit
members of the public reasonable access to, and inspection of, all documents, papers, letters, or
other materials subject to the provisions of Chapter 119, Florida Statutes, and made or received by
the parties in conjunction with this Agreement.
Section 12. NON - RELIANCE BY NON - PARTIES: Other than as stated herein, no
person or entity shall be entitled to rely upon the terms, or any of them, of this Agreement to
enforce or attempt to enforce any third -party claim or entitlement to or benefit of any service or
program contemplated hereunder, and the parties agree that neither the County nor the City or any
agent, officer, or employee of each shall have the authority to inform, counsel, or otherwise
indicate that any particular individual or group of individuals, entity or entities, have entitlements
or benefits under this Agreement separate and apart, inferior to, or superior to the community in
general or for the purposes contemplated in this Agreement.
Section 13. NO PERSONAL LIABILITY: No covenant or agreement contained
herein shall be deemed to be a covenant or agreement of any member, officer, agent or employee
of a party in his or her individual capacity, and no member, officer, agent or employee of a party
shall be liable personally on this Agreement or be subject to any personal liability or accountability
by reason of the execution of this Agreement.
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Section 14. NOTICES: All notices and other communications hereunder must be in
writing and addressed as follows, or to any other address which either party may designate to the
other party by mail:
If to County: Roman Gastesi, Jr., County Administrator
Monroe County Historic Gato Building
1100 Simonton Street
Key West, Florida 33040
Planning & Environmental Resources Department
Attn: Senior Director
2798 Overseas Highway
Marathon, FL 33050
With a copy to: Robert B. Shillinger, Jr., Esquire
Monroe County Attorney's Office
1111 12 Street, Suite 408
Key West, Florida 33040
If to City: Charles Lindsay
City Manager
City of Marathon
9805 Overseas Highway
Marathon, Florida 33050
George Garrett
Planning Director
City of Marathon
9805 Overseas Highway
Marathon, FL 33050
With a copy to: David Migut, Esquire
City Attorney
City of Marathon
9805 Overseas Highway
Marathon, FL 33050
Franklin D. Greenman, P.A.
90B Sombrero Beach Road
Marathon, FL 33050
Attorney for Property Owners
Any notice required by this Agreement to be given or made within a specified period of
time, or on or before a date certain, shall be deemed to have been duly given if sent by certified
mail, return receipt requested, postage and fees prepaid; hand delivered, or sent by overnight
delivery service.
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Section 15. ENTIRE AGREEMENT/MODIFICATION /AMENDMENT: This
writing contains the entire Agreement of the parties and supersedes any prior oral or written
representations. No representations were made or relied upon by either party, other than those that
are expressly set forth herein. No agent, employee, or other representative of either party is
empowered to modify or amend the terms of this Agreement, unless executed with the same
formality as this document.
Section 16. MISCELLANEOUS: Each party represents and warrants to the other that
the execution, delivery, and performance of this Agreement has been duly authorized by all
necessary corporate or other organizational action, as required.
Section 17. COUNTERPARTS: This Agreement may be executed in several
counterparts, each of which shall be deemed an original, and such counterpart shall constitute one
and the same instrument.
Section 18. SEVERABILITY: The provisions of this ILA are declared to be
severable, and if any sentence, section, clause or phrase of this ILA shall, for any reason, be held
to be invalid or unconstitutional, such decision shall not affect the validity of the remaining
sentences, sections, clauses or phrases of the Ordinance, but they shall remain in effect it being the
legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part.
Section 19. EFFECTIVE DATE: This Agreement shall take effect on the date set
forth above.
1 ] .
Or' l ie SS WHEREOF, each party has caused this Agreement to be executed by its
�F G 9i r presentative.
o ti ° BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
Art-Elk ' VIN MADOK, CLERK
By: By:
Deputy Clerk David Rice, Mayor
Date: ar i , z ° '
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY
By: // F- 11/'`' *V/ v
Robert B. Shillinger Jr. PsP
County Attorney
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ATTEST: THE CITY OF MARATHON, FLORIDA
By: ArPOICY6
Diane Clavier, City Clerk ' ayor Michelle Coldiron (.Date
(City Seal)
APPROVED AS TO FORM AND LEGALITY FOR THE USE AND RELIANCE OF THE
CITY OF MARAT . ON, FLORIDA ONLY:
BY: �/ fL..:Sr
David igut, Ci Att 4 rney
We hereby consent to this Agreement and agree to abide by all terms and requirement herein.
ST. COLUMBA EPISCOPAL CHURCH
a Flor r Profit corporation
By: �V
David Lyon
Senior Warden
Date: 1122 / 1
MONROE COUNTY
OFFICIAL RECORDS
8
Sponsored by: Lindsey
CITY OF MARATHON, FLORIDA O ITT
RESOLUTION 2018 -85
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MARATHON, FLORIDA, RESCINDING RESOLUTION 2018 -69 AND
APPROVING A REVISED INTERLOCAL AGREEMENT BETWEEN
MONROE COUNTY AND THE CITY OF MARATHON TRANSFERRING
EIGHTEEN (18) AFFORDABLE HOUSING RESIDENTIAL
ALLOCATIONS FOR A PROJECT IN THE OWNERSHIP OF ST.
COLUMBA EPISCOPAL CHURCH; REQUIRING THAT ALL MARKET
RATE ROGO EXEMPT RESIDENTIAL UNITS MUST BE SOLD WITHIN
THE UNINCORPORATED AREA OF MONROE COUNTY, FLORIDA;
AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City of Marathon (the "City ") wishes to enter into an Interlocal
Agreement with Monroe County (the "County ") for the purposes of Transferring affordable
housing unit allocations; and
WHEREAS, Resolution 2018 -69 supporting such an ILA is hereby rescinded, and
WHEREAS, the revised ILA transferring (eighteen (18) affordable allocations to the City
of Marathon and requiring that all eighteen (18) Market Rate Residential Units that become
available for sale as a result of this ILA may only be sold within the unincorporated limits of
Monroe County, Florida pursuant to the modifications made to the ILA approved pursuant to this
Resolution and
WHEREAS, the Interlocal Agreement with the County is in the best interest of Monroe
County and the City of Marathon for the purposes of providing opportunities for affordable
housing,
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF MARATHON, FLORIDA, THAT:
Section 1. The above recitals are true and correct and incorporated herein.
Section 2. The Interlocal Agreement (ILA) attached hereto as Exhibit "A ", between
Monroe County and the City of Marathon transferring affordable housing residential allocations
for a project in the name St. Columba Episcopal Church is hereby approved. The Mayor is
authorized to sign the ILA on behalf of the City.
Section 3. This resolution shall take effect immediately upon its adoption.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF
MARATHON, FLORIDA, THIS 14t'' DAY OF AUGUST, 2018.
THE CITY OF MARATHON, FLORIDA
dal
' /1 / Okritt
Michelle Co diron, Mayor
AYES: Cook, Senmartin, Zieg, Bartus
NOES: None
ABSENT: None
ABSTAIN: Coldiron
ATTEST:
~
)1OJQC1CLUF
Diane Clavier, City Clerk
(City Seal)
APPROVED AS TO FORM AND LEGALITY FOR THE USE
AND RELIANCE OF THE CITY OF MARATHON, FLORIDA ONLY:
David Mig , City Attorney